§ 13F · FUND PROFILE
Independent Solutions Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $563M (13F)Positions · 178Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LEXI | LISTED FDS TR | 3.36M | $119M | 17.4% | +543% |
| 2 | AAPL | APPLE INC | 85K | $22M | 3.2% | +4% |
| 3 | NVDA | NVIDIA CORPORATION | 104K | $18M | 2.7% | +2% |
| 4 | IVW | ISHARES TR | 153K | $17M | 2.6% | +2% |
| 5 | SHV | ISHARES TR | 145K | $16M | 2.4% | +30% |
| 6 | IVE | ISHARES TR | 73K | $15M | 2.3% | −3% |
| 7 | AVGO | BROADCOM INC | 46K | $14M | 2.1% | −1% |
| 8 | AGG | ISHARES TR | 112K | $11M | 1.6% | +1% |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | 76K | $11M | 1.6% | −4% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 11K | $11M | 1.6% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENT SIGNAL
AC read
Independent Solutions Wealth Management, LLC is a Other fund managing $563 million in assets. The fund runs a portfolio of 178 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed